Client Services Associate
📋 Role Overview & Responsibilities
Job Role - Banker /Client Services AssociateDuration- 12 Months Location- South Jordan, UT Review paper and electronic applications to determine good orderManually process applications as needed with speed and accuracyHandle exception and reconciliation reports, and help execute risk controlsQuickly respond to related Operations and Customer Service inquiriesWork with various lines of business to identify fraudulent or high-risk new accountsProcess all work daily to maintain excellent service levels
REQUIREMENTS- Minimum of 1 year of financial operations experience or equivalent
PREFERRED- 1+ years’ experience with rules and regulations governing bank and brokerage accounts- Bachelors degree preferred- Experience creating DocuSign forms- Strong written and oral communication skills with a track record of excellent customer service- Strong analytical skills including ability to research, schedule, analyze and present findings- Proven organizational skills with attention to detail- Strong computer skills (Word, Excel, Access, etc.)Must be a dynamic and self-starting individual, able to work independently or as part of a team
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This position is located in South Jordan, UT with potential relocation and sponsorship assistance depending on candidate qualifications.
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